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Vanguard Total Stock Market ETF
VTI

Overview Fund Activity

880 hedge funds and large institutions have $22.3B invested in Vanguard Total Stock Market ETF in 2016 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 376 increasing their positions, 233 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+112
Holders Change %
+14.58%
% of All Funds
22.03%
Holding in Top 10
192
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+19.25%
% of All Funds
4.81%
New
155
Increased
376
Reduced
233
Closed
33
Calls
$29.5M
Puts
$16M
Net Calls
+$13.5M
Net Calls Change
-$19.2M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.14B
2
Bank of America
2
Bank of America
North Carolina
$1.38B
3
WIM
3
Windhaven Investment Management
Massachusetts
$755M
4
Northern Trust
4
Northern Trust
Illinois
$361M
5
Betterment LLC
5
Betterment LLC
New York
$826M

Top Sellers

1
AUIM
1
Aegon USA Investment Management
Iowa
$231M
2
MIS
2
Morningstar Investment Services
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$140M
4
PPFA
4
Provida Pension Fund Administrator
Chile
$0
5
HA
5
Hays Advisory
Tennessee
$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$29.5M +$935K +8,107 +3%
RBC
102
Roble Belko & Company
Pennsylvania
$29.1M +$1.39M +12,032 +5%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$29.1M +$8M +69,377 +38%
JFGLC
104
Johnson Financial Group LLC (Colorado)
Colorado
$28.4M +$28.4M +245,883 New
KIM
105
Karpus Investment Management
New York
$28.3M -$485K -4,209 -2%
PHAM
106
Palisades Hudson Asset Management
Florida
$28.1M +$28.1M +243,340 New
PP
107
PagnatoKarp Partners
Virginia
$26.8M +$26.8M +232,387 New
CFA
108
Capstone Financial Advisors
Illinois
$26.7M -$35.5M – –
Bank of New York Mellon
109
Bank of New York Mellon
New York
$26.6M +$2.6M +22,584 +11%
Stifel Financial
110
Stifel Financial
Missouri
$25.9M -$5.26M -45,579 -17%
GAG
111
GM Advisory Group
New York
$25.8M +$400K +3,472 +2%
UBS AM
112
UBS AM
Illinois
$25.7M +$25.7M +223,114 New
JIP
113
Jaffetilchin Investment Partners
Florida
$25.7M -$479K -4,158 -2%
BAAM
114
Baker Avenue Asset Management
California
$25.1M +$127K +1,099 +0.5%
BEAM
115
Baker Ellis Asset Management
Washington
$24.7M +$137K +1,186 +0.6%
PFM
116
Peak Financial Management
Massachusetts
$24.4M -$3.68M -31,935 -13%
FI
117
FormulaFolio Investments
Michigan
$24.3M +$2.63M +22,798 +12%
PCA
118
Personal Capital Advisors
California
$24.1M +$4.08M +35,380 +20%
PG
119
Proffitt & Goodson
Tennessee
$24.1M +$190K +1,649 +0.8%
BFG
120
Barber Financial Group
Kansas
$24M +$24M +208,055 New
MG
121
McCutchen Group
Washington
$24M +$198K +1,715 +0.8%
TFCP
122
Twin Focus Capital Partners
Massachusetts
$23.4M +$1.04M +8,977 +5%
SMC
123
Smith, Moore & Co
Missouri
$23M +$290K +2,512 +1%
FA
124
FDx Advisors
Illinois
$22.9M +$9.39M +81,464 +69%
PFO
125
Pathstone Family Office
New Jersey
$22.9M +$22.9M +198,407 +66,357%
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5
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